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Common

Configure notifications

Before you begin

Make sure you're assigned to a permission group that has
Notifications
 turned on.

View and edit notifications

To configure notifications, select
Setup,
 then
Notifications
.
You can customize notifications triggered by various events in Onvio on the
Wording
 tab. These notifications include email messages, mobile push notifications, and notifications within Onvio itself.
Example
You want to make changes to the notification sent when someone forgets their Onvio password. Select
Forgotten Password Request
 from the list on the
Wording
 tab. Here you can make changes to each type of notification. For mobile push notifications, use plain text (without formatting) and keep the message short to help prevent notification failures.
Use notification variables for specific items such as recipient names, folder names, and file names. Variables automatically insert these items for each customer so that you don't need to manually enter them.
Select
Send Test
 to test the notifications. Onvio will send you the notifications via all methods you have turned on: email, notifications within Onvio, and/or mobile push notification. Confirm that all variable content displays correctly, and select
Save
 when you're finished.

Edit default email attributes

You can edit several default global attributes shared by all notification email messages on the
Styling
 tab:
  • Sender Name
  • Reply To Email
  • Message Header and Footer
The text you enter in each field will only appear in an email when that field is included in a notification template.
You can choose to use a different
Sender Name
 and
Reply To Email address
 for any email notification. To do this, turn off
Use Global Addresses
 on the
Wording
 screen. You can then manually enter the
Sender Name
 and
Reply To Email address
.
Not all notifications in the Documents section of the
Wording
 screen have the Use Global Addresses function. The only notifications in Documents that have Use Global Addresses are Client Adds Files and Staff or Client Adds Files.
note
Link buttons may not function properly when accessed through the web interface of some email services. If users have trouble registering accounts or resetting passwords, the
[REGISTRATION LINK]
 or
[PASSWORD RESET LINK]
 variable may yield better results.
The link variables are built into the default templates, but if you are creating or editing a custom template, you may want to add the link variable manually.
Internal use only
The CC email and BCC email fields are not currently turned on for any templates, and any content users enter in those fields won’t be used.
If a user happens to change their sign in email address via Onvio Web AND they have either the Documents or Client Center mobile app installed, they will stop getting push notifications until they sign out of the mobile apps and then log back in with the new sign in email address.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff